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Hamilton Point Investment Advisors’s Freedom Day Dividend ETF MBOX Stock Holding History

Hamilton Point Investment Advisors’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,650
Closed -$128K – 190
2025
Q4 		$128K Buy
+3,650
New +$128K 0.02% 146

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hamilton Point Investment Advisors's MBOX Position: Q1 2026 in Review

Hamilton Point Investment Advisors sold out of Freedom Day Dividend ETF (MBOX) in Q1 2026, closing a stake of 3,650 shares — an estimated $128K sold.

Hamilton Point Investment Advisors first reported a position in MBOX in Q4 2025 and held it in 1 quarter. The position peaked at $128K in Q4 2025. 10 funds tracked by Wall St. Rank hold MBOX as of Q1 2026.

  • Hamilton Point Investment Advisors reported no remaining Freedom Day Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 3,650 Freedom Day Dividend ETF shares in Q1 2026, an estimated $128K.
  • Hamilton Point Investment Advisors first reported a position in Freedom Day Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Hamilton Point Investment Advisors's Freedom Day Dividend ETF position peaked at $128K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.